Energy Central

What’s the most notable constraint on the energy transition? It’s not generation or technology, but the biggest slowdown is coming from the grid side and the ability to plan, operate, and scale power systems fast enough to meet demand.

That’s according to Sabine Erlinghagen, CEO of Siemens Grid Software, and guest on this episode of Power Perspectives. Erlinghagen joins host Kinsey Grant Baker to explore why the grid has become the new bottleneck and how digitalization is working to turn it into a backbone for electrification, AI-driven load growth, and a net-zero future.

Erlingher highlights how advanced grid software, digital twins, and staged automation are changing the way utilities operate. She also digs into what “autonomous grids” really mean in practice, why trust and transparency are critical as automation increases, and how utilities can move step-by-step from operator support to closed-loop control without compromising reliability. For utility leaders navigating unprecedented load growth and complexity, this conversation offers a grounded, practical roadmap for scaling the grid to not just be bigger but also smarter.

And thanks to our partner, Siemens Grid Software, for making this episode possible. Siemens Grid Software enables power utilities to accelerate and secure the energy transition. Its unique software and service portfolio empowers transmission and distribution grid operators to plan and operate the grid of tomorrow – today.  

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As the electric grid faces accelerating pressure from electrification, data center growth, and extreme weather, much of the public conversation fixates on generation shortfalls and capacity additions. But beneath those headlines, some of the most consequential work is happening where customers actually experience the grid: on the wires.

In this episode, host Kinsey Grant Baker chats with Kevin Walker, President and CEO of Duquesne Light Holdings, to explore how a T&D–focused utility is redefining what leadership and innovation look like in today’s ever-evolving power sector. And while Duquesne Light may be smaller than many U.S. utilities, under Walker’s leadership they are punching above their weight and demonstrating that reliability, affordability, and resilience are earned through delivery, not scale.

Walker shares how DLC thinks about resource adequacy without owning generation assets, how the utility is positioning itself to withstand the twin pressures of decarbonization and electrification, and how their unique flexibility enables smarter risk-taking. Decisionmakers across the power sector can learn a lot from Walker’s approach to leadership and perspective on navigating the urgent and competing priorities across the industry in 2026 and beyond.

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For decades, load forecasting was one of the more stable disciplines in utility planning. Growth was incremental, assumptions were well understood, and long-term investments could be made with reasonable confidence.

That era is over.

In this episode, host Kinsey Grant Baker sits down with Darrin Kinney, Senior Vice President of Business Development at Integral Analytics, to unpack why uncertainty—not growth itself—has become the defining challenge for grid planners. With the explosive rise of data centers and AI-driven demand introducing new load profiles and a heightened level of handwringing from planners, we’re seeing previously unseen load profiles: lumpy, opaque, fast-moving, and often speculative.

During the conversation, Kinney explains why traditional single-scenario forecasting is no longer sufficient in this environment and shares examples where forecast errors are already showing up across the United States and what those missteps reveal about current planning frameworks. But all is not lost, as advanced analytics and AI tools are already being used to stress-test assumptions, model competing futures, and guide capital investment decisions. Listen in to learn how we can re-instill long-term confidence for utilities navigating an increasingly complex energy system.

And thanks to our partner, Integral Analytics, for making this episode possible. Integral Analytics provides utilities with advanced load forecasting and scenario-based planning tools designed to address growing uncertainty from data centers, electrification, and emerging technologies. Their work supports more informed grid planning and long-term system resilience. For more information, or to check out their latest white paper on Data Centers and how to bubble-proof your load forecasting, visit them at https://integralanalytics.com

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Planning for the Unknown: Data Centers, Agentic AI, and the End of One-Scenario Forecasting: https://integralanalytics.com/data-center/

Note: This episode was recorded in late November 2025. To keep up with the (many) updates to EPA policymaking, permitting reform, and more that have happened since this conversation...might we suggest the Energy Central Daily Newsletter?

The clean energy transition is running into a critical constraint, and it’s not because of technology, capital, or ambition. Instead the bottleneck comes from how energy projects get approved.

Permitting has become one of the most consequential—and contested—issues in U.S. energy policy. Transmission lines, renewable generation, and other major infrastructure projects are facing longer timelines, greater uncertainty, and growing political friction. At the same time, demand for electricity is rising fast, and reliability and affordability are back at the center of public concern.

In this episode, host Kinsey Grant Baker plays moderator for a friendly but critical debate between two of the country’s leading energy law scholars, James Coleman of the University of Minnesota and David Adelman of the University of Texas. While both agree that permitting is a serious bottleneck, they bring distinct perspectives on why the system looks the way it does and how far reform should go. Drawing on years of research and policy engagement, Coleman and Adelman walk through how today’s permitting framework evolved, where the biggest procedural and political bottlenecks lie, and why recent reform efforts have produced mixed results.

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Physical security has become one of the grid’s most urgent and most misunderstood challenges. While cybersecurity rightly commands attention, attacks on substations and critical infrastructure are rising in frequency, sophistication, and intent. And unlike cyber threats, physical attacks don’t require advanced tools—just access, time, and opportunity.

To dive into this essential area of concern for utility leaders, this episodes sees host Kinsey Grant Baker joined by Brent Warzocha, Vice President of Sales at 3B Protection. Brent helps to unpack what’s really changing in the physical threat landscape and what utilities can realistically do about it.

From understanding today’s threat actors to implementing pragmatic “deter, detect, delay, respond” frameworks, this conversation focuses on scalable solutions utilities can deploy now. Brent also dives into the real cost of inaction, the friction utilities face in prioritizing physical security, and how leaders can balance budgets, compliance, and resilience without slowing projects down.

And thanks to our partner, 3B Protection, for making this episode possible. 3B Protection is in the business of helping organizations protect their people, property and critical assets. The last ten years or so has seen significant ballistic activity in and around electrical substations that are part of the United States’s critical infrastructure and 3B offers a line of product to help protect those substations from malicious attacks. 3B has tested their products to the extreme in a way that far exceeds UL minimums. And not just for ballistics – our walls are thoroughly tested against forced entry, vehicle crashes and blast as well.

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Utility regulation doesn’t usually light up the algorithms on social media, but it’s a topic that quietly determines how much customers pay for electricity, who benefits from new clean energy investments, and whether innovation actually reaches everyday households. In other words, the utility regulation process directly impacts every single household and business and sets the stage for what our energy system of tomorrow will be.

So as utilities face rising costs, new large loads from AI and electrification, and growing public scrutiny around affordability, the question isn’t whether regulation matters—it’s whether it’s keeping up.

In this episode of Power Perspectives, host Kinsey Grant Baker dives into that question with one of the leaders best poised to give an authoritative answer: Charles Hua, TIME100 Next honoree and Founder of PowerLines. Charles helps us to unpack how modernizing utility regulation can lower bills, build trust, and ensure the clean energy transition works for everyone. From AI-driven load growth to customer equity metrics and performance-based regulation, this conversation offers utility leaders a practical framework for embedding equity and long-term perspectives into decision-making—not as an afterthought, but as a core business strategy.

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In the current age of artificial intelligence, the challenge for utilities isn’t just how to power AI-driven data centers, it’s also how AI itself is changing grid operations, security, workforce needs, and the overall utility business model.

In this episode of Power Perspectives, host Kinsey Grant Baker welcomes Paul Quinlan, Director of Energy Research at ScottMadden to peel back the curtain on what new areas of focus utility leaders need to be aware of as AI grows. Paul breaks down the national security dimensions of AI and energy, the limits of traditional load forecasting and capital planning approaches, and which markets are emerging as early stress points.

But it’s not all bad news, as Paul also explores AI as an internal opportunity with real-world examples of how utilities are using AI for predictive maintenance, outage forecasting, and grid optimization, along with how leaders can think more clearly about measuring ROI on AI investments. Finally, this conversation turns to the workforce: how AI may reshape utility roles, what new skills are in demand, and how utilities can balance automation with workforce development and retention.

And thanks to our partner, ScottMadden, for making this episode possible. ScottMadden knows energy from the ground up. Since 1983, they have served as energy consultants for hundreds of utilities, large and small, including all of the top 20. They focus on Transmission & Distribution, the Grid Edge, Generation, Energy Markets, Rates & Regulation, Enterprise Sustainability, and Corporate Services. Their broad, deep utility expertise is not theoretical—it is experience based. They have helped our clients develop and implement strategies, improve critical operations, reorganize departments and entire companies, and implement myriad initiatives.

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Setting a zero-carbon target is one thing. Delivering it while keeping power reliable and affordable is something else entirely.

In this episode of Power Perspectives, host Kinsey Grant Baker is joined by Rachel Huang, Director of Distributed Energy Solutions at SMUD, one of the first U.S. utilities to commit to a zero-carbon electricity supply by 2030. Rachel sits at the center of that effort, translating long-term climate ambition into practical electrification programs, measurable customer savings, and grid-ready investments.

Listen in as Rachel steps through how SMUD defines “zero carbon” in concrete terms, where the utility stands today, and the lessons from this ongoing pursuit. For utility leaders navigating the tension between climate goals, affordability, and public perception, this conversation offers a rare, data-driven look at what it takes to move from aspiration to execution.

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What happens to communities centered on fossil fuels as the clean energy transition accelerates?

Because this seismic shift is more than just technical—it'll no doubt bring economic and human impacts to communities that rely on the business of fossil fuels, from coal towns to Texas oil hotspots. With every transition-focused policy, entire regions built around the production of coal and gas must face profound uncertainty about jobs, tax bases, and long-term stability.

Today on Power Perspectives, we're exploring what an equitable clean energy future can look like—for both petrostates and electrostates. Host Kinsey Grant Baker is joined by Noah Kaufman, Senior Research Scholar at Columbia University’s Center on Global Energy Policy and former Senior Economist at the White House Council of Economic Advisers. Today, Noah leads the Resilient Energy Economies Initiative, which examines how fossil fuel–reliant communities can navigate the transition without being left behind.

The conversation explores the real economic risks facing coal, oil, and gas communities, the differences between petrostates and electrostates, and the warning signs policymakers and utilities should be watching for.

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Business as usual? Not going to cut it in today’s energy reality. Embracing cutting-edge tech is the bare minimum to keep up with the modern needs of the modern grid.

That’s according to Raiford Smith, Global Head of Power & Energy for Cloud at Google, who joins Mike this week to break down the lessons energy can learn from Big Tech—and the lessons Big Tech can learn from energy.

Raiford explains Google’s strategy for big energy swings, the playbook for finding your competitive edge in a tech-enabled energy world, the new definition of “all of the above,” and so much more.

Because the clean, affordable, reliable energy future isn’t just about figuring out what works. It’s about figuring out how to get tech solutions to scale quickly. And that’s where utilities and Big Tech can make the biggest dent…together.